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CVS Health
CVS

Overview Fund Activity

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
LSV Asset Management
LSV Asset Management
Illinois
+$162M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16B
2
Parnassus Investments
Parnassus Investments
California
-$622M
3
Boston Partners
Boston Partners
Massachusetts
-$374M
4
CSIA
Charles Schwab Investment Advisory
California
-$315M
5
Lazard Asset Management
Lazard Asset Management
New York
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
1876
MYCIO Wealth Partners
Pennsylvania
– -$378K -5,093 Closed
AAM
1877
American Asset Management
Florida
– -$344K -4,632 Closed
DIP
1878
DT Investment Partners
Pennsylvania
– -$342K -4,607 Closed
BCM
1879
Brookmont Capital Management
Texas
– -$337K -4,533 Closed
JAM
1880
Jupiter Asset Management
United Kingdom
– -$331K -4,453 Closed
MCWS
1881
McKinley Carter Wealth Services
West Virginia
– -$331K -4,451 Closed
ZCM
1882
Zebra Capital Management
Connecticut
– -$327K -4,395 Closed
WCM
1883
Washburn Capital Management
Florida
– -$324K -4,355 Closed
VAG
1884
VisionPoint Advisory Group
Texas
– -$311K -4,180 Closed
GLA
1885
Good Life Advisors
Pennsylvania
– -$288K -3,870 Closed
VC
1886
Veracity Capital
Georgia
– -$287K -3,866 Closed
UBV
1887
United Bank (Virginia)
Virginia
– -$285K -3,847 Closed
GLI
1888
Guardian Life Insurance
New York
– -$285K -3,831 Closed
CA
1889
Crumly & Associates
Illinois
– -$284K -3,817 Closed
CCA
1890
Cobblestone Capital Advisors
New York
– -$279K -3,755 Closed
VNB
1891
Virginia National Bank
Virginia
– -$278K -3,743 Closed
PG
1892
Patten Group
Tennessee
– -$276K -3,719 Closed
OR
1893
Olympiad Research
Connecticut
– -$270K -3,633 Closed
FC
1894
Fulcrum Capital
Washington
– -$260K -3,500 Closed
GBT
1895
Grove Bank & Trust
Florida
– -$258K -3,479 Closed
GFS
1896
GYL Financial Synergies
Connecticut
– -$255K -3,432 Closed
BWAM
1897
Boyd Watterson Asset Management
Ohio
– -$254K -3,425 Closed
IAP
1898
Indie Asset Partners
Indiana
– -$254K -3,415 Closed
CCFCSB
1899
Cape Cod Five Cents Savings Bank
Massachusetts
– -$253K -3,413 Closed
BO
1900
BRR OpCo
Ohio
– -$253K -3,407 Closed
74 75
76
77 78